See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,887 | $209,336-94.8% | $197,124-94.5% | $137,256-92.1% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 26.62% | 48.09%-21.5pp | 44.34%-17.7pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,202 | $6,591-81.8% | $6,227-80.7% | $4,156-71.1% |
| Participant deferral / active EE | $3,873 | $9,614-59.7% | $9,135-57.6% | $6,407-39.6% |
| Admin fee / account holder | $181 | $17,308-99.0% | $16,298-98.9% | $12,270-98.5% |